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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,259 | $77,638-89.4% | $156,551-94.7% | $62,881-86.9% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 4.37% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $627 | $3,444-81.8% | $5,501-88.6% | $2,281-72.5% |
| Participant deferral / active EE | $1,035 | $3,046-66.0% | $4,871-78.8% | $3,203-67.7% |
| Admin fee / account holder | $1,160 | $5,561-79.1% | $13,028-91.1% | $4,296-73.0% |